Ray Dalio's NWE Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 44,477 shares of NorthWestern Energy Group, Inc. (NWE) worth $2.93 M, representing 0.01% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Ray Dalio has maintained this position in NWE for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 156,865 shares. Largest reduction occurred in Q4 2025, reducing 140,360 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's NorthWestern Energy Group (NWE) Holding Value Over Time
Track share changes against reported price movement
Quarterly NorthWestern Energy Group (NWE) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -79,304 | Reduce 64.07% | 44,477 | $65.94 |
| Q4 2025 | -140,360 | Reduce 53.14% | 123,781 | $64.54 |
| Q3 2025 | +11,388 | Add 4.51% | 264,141 | $58.61 |
| Q2 2025 | +156,865 | Add 163.59% | 252,753 | $51.30 |
| Q1 2025 | +36,049 | Add 60.24% | 95,888 | $57.87 |
| Q4 2024 | +59,839 | New Buy | 59,839 | $53.46 |
Ray Dalio's NorthWestern Energy Group Investment FAQs
Ray Dalio first purchased NorthWestern Energy Group, Inc. (NWE) in Q4 2024, acquiring 59,839 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held NorthWestern Energy Group, Inc. (NWE) for 6 quarters since Q4 2024.
Ray Dalio's largest addition to NorthWestern Energy Group, Inc. (NWE) was in Q2 2025, adding 252,753 shares worth $12.97 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 44,477 shares of NorthWestern Energy Group, Inc. (NWE), valued at approximately $2.93 M.
As of the Q1 2026 filing, NorthWestern Energy Group, Inc. (NWE) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in NorthWestern Energy Group, Inc. (NWE) was 264,141 shares, as reported at the end of Q3 2025.